Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.22%
3 year
8.30%
5 year
2.48%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
5.42%
Sharpe
1.20
Sortino
2.53
Max drawdown
-16.23%
Best month
5.20%
Worst month
-7.88%
Beta vs VBTLX
0.66
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.